The First Sip #2 – Index funds out, day trading in?

June 1, 2020 | By Kevin Smith

Kevin and John discuss the casual day trader. Time for a hair cut! Is day trading on the rise during COVID-19? Are index funds becoming less popular? Is it about the ‘brain tingle’ or making money? What is the one…Read More

Rippin’ It #1 – Why are stocks so high?

June 1, 2020 | By Kevin Smith

We are experimenting with video interviews to share our conversations and ideas about current personal finance topics. The production quality will improve as we go. This is the first in a series of conversations between Kevin and Derek, with a…Read More

The First Sip #1 – Are millennials value investors?

June 1, 2020 | By Kevin Smith

We are experimenting with video interviews to share our conversations and ideas about current personal finance topics. The production quality will improve as we go. This is the first in a series of conversations between Kevin and John, with a…Read More

How much MSFT, AAPL, AMZN, GOOGL, FB do I own?

May 21, 2020 | By Kevin Smith

When you own a diversified portfolio, it doesn’t feel like owning stocks. What you see on your statement is a list of ETFs or mutual funds with names that describe the type of stocks you own “US Large Cap”, “International…Read More

Podcast: “Personal Finances and COVID-19”

May 4, 2020 | By Kevin Smith

Follow this link to our latest podcast. This is a conversation with Austin-based tech entrepreneur, Kevin McLaughlin. He and I regularly discuss the financial challenges and economic opportunities of the Millennial generation. We talk about methods to deal with losses…Read More

Recession Risk by Life Stages

April 23, 2020 | By Kevin Smith

Early to Mid Career Income risk Younger executives and professionals in the process of establishing careers may be at higher risk of income loss, which can come in the form of reduced base pay, lower bonuses or layoffs. 30% rule…Read More